The Challenges of Transitions: Understanding the personal side of money
There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change. The fact is that we aren’t taught a process that might increase the probability of seeing the opportunities change creates. Though traditional financial planning provides a process for all situations, that process wasn't designed to navigate the personal side of financial change. This important limitation within financial planning explores other fields of study (e.g., neuroscience, psychology, sociology and leadership) in order to create an integrative approach that would offer a more rich and comprehensive understanding of the how people subjectively experience change and how financial advisors can help co-create the highest outcomes with their clients. This presentation will offer insight into the personal side of financial change and provide practical tools to work with clients in transition.
Speaker: Kathy Longo, CFP®, CAP®, CDFA | President & Founder, Flourish
Location: Hellmuth & Johnson Building, 8050 West 78th Street, Edina, MN 55439 4th Floor Conference Room
CE Credits: This educational offering is PENDING by the Minnesota Commissioner of Commerce as satisfying 1.5 hours of Standard classroom credit toward continuing insurance education requirements.
CFP: 1.5 hours Standard credits PENDING
CLE: 1.5 hours Standard credits PENDING
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
7:00 AM Sign-in/Networking
7:15 AM Breakfast Buffet Open
7:30 AM Welcome/Announcements
8:00 AM - 9:40 AM Presentation
For more information: www.sfsptwincities.org